THE CHESTER BLUECOAT CHARITY

Charity number: 1186378
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Tackling the causes of poverty, disadvantage and inequality across the city of Chester and the surrounding area through funding to charitable and community organisations; provision of almshouse accommodation; and by sponsoring educational bursaries. The Charity also provides affordable office space and room hire for Third Sector organisations at its charity hub where it is also based.

Income and expenditure

Data for financial year ending 30 December 2023

Total income:
£551,483

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Donations and legacies £3.98k
Charitable activities £185.22k
Other trading activities £0
Investments £362.28k
Other £0

Total expenditure:
£548,841

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Raising funds £5.47k
Charitable activities £543.37k
Other £0

£43,670 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £5.47k
Charitable expenditure £543.37k
Retained for future use £2.64k

People

4 Employee(s)

10 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Cheshire West & Chester

Governance

Registration history:
  • 15 October 1999: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
12305820 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Susan Claire Danby Trustee 28 May 2025
THE QUEEN'S SCHOOL CHESTER
Received: On time
Dr Nigel Thomas Trustee 28 May 2025
None on record
Michael Snape Trustee 28 May 2025
None on record
Jacqui Harvey Trustee 24 July 2024
None on record
Dr Hannah Symons Trustee 24 July 2024
None on record
Justin Rice-Jones Trustee 04 June 2024
None on record
Andrew Farrall Trustee 04 June 2024
None on record
Councillor Paul Chamberlain Trustee 04 June 2024
None on record
Laura Fearnall Trustee 04 June 2024
None on record
Robert Bisset Trustee 04 June 2024
THE CHESHIRE WEST AND CHESTER CHAIRMAN'S TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/12/2020 30/12/2021 30/12/2022 30/12/2023
Total gross income £0 £0 £0 £551.48k
Total expenditure £0 £0 £0 £548.84k
Income from government contracts N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A
Income - Donations and legacies N/A N/A N/A £3.98k
Income - Other trading activities N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A £185.22k
Income - Endowments N/A N/A N/A £0
Income - Investment N/A N/A N/A £362.28k
Income - Other N/A N/A N/A £0
Income - Legacies N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A £543.37k
Expenditure - Raising funds N/A N/A N/A £5.47k
Expenditure - Governance N/A N/A N/A £19.25k
Expenditure - Grants institution N/A N/A N/A £216.33k
Expenditure - Investment management N/A N/A N/A £5.47k
Expenditure - Other N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 30/12/2020 30/12/2021 30/12/2022 30/12/2023
Own use assets N/A N/A N/A £6.03m
Long-term investments N/A N/A N/A £3.70m
Other assets N/A N/A N/A £267.69k
Defined benefit pension scheme asset or liability N/A N/A N/A £0
Total liabilities N/A N/A N/A £728.83k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 December 2023 29 October 2024 On time
Accounts and TAR 30 December 2023 29 October 2024 On time Download Open in new window
Annual return 30 December 2022 18 October 2023 On time
Accounts and TAR 30 December 2022 Not required
Annual return 30 December 2021 01 November 2022 2 days late
Accounts and TAR 30 December 2021 Not required
Annual return 30 December 2020 03 November 2021 4 days late
Accounts and TAR 30 December 2020 Not required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 08 NOV 2019 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19 FEB 2021 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 MAR 2023 as amended on 27 Mar 2023

Charitable objects

1.1 THE RELIEF OF POVERTY FOR THE PUBLIC BENEFIT BY THE PROVISION OF HOUSING ACCOMMODATION TO PERSONS WHO: (I) ARE IN NEED, HARDSHIP OR DISTRESS; AND (II) ARE RESIDENT IN THE AREA OF BENEFIT AND SUCH OTHER CHARITABLE PURPOSES FOR THE BENEFIT OF SUCH PERSONS AS THE TRUSTEES DECIDE; 1.2 THE RELIEF, FOR THE BENEFIT OF THE PUBLIC, OF THOSE PEOPLE WHO ARE IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND RESIDENT IN THE AREA OF BENEFIT BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING): 1.2.1 MAKING GRANTS OF MONEY; OR 1.2.2 PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES; OR 1.2.3 MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO PEOPLE IN NEED; 1.3 TO PROMOTE, FOR THE BENEFIT OF THE PUBLIC, THE EDUCATION OF PERSONS WHO: 1.3.1 ARE UNDER THE AGE OF 25; AND 1.3.2 ARE IN NEED OF FINANCIAL ASSISTANCE; AND 1.3.3 ARE RESIDENT IN THE AREA OF BENEFIT. BY (BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING) THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR INDIVIDUALS, SCHOOLS AND OTHER EDUCATIONAL, TRAINING, SOCIAL AND CIVIC DEVELOPMENT ORGANISATIONS WITHIN THE AREA OF BENEFIT.

Linked charities

Linked charities
Linked charity 1186378-1 CHESTER MUNICIPAL CHARITIES
Governing document
SCHEME OF 23 DECEMBER 2010 AS AMENDED BY SCHEME DATED 18 DEC 2020 AS AMENDED BY RESOLUTION DATED 09 JUL 2024
Charitable objects
(1) THE RELIEF OF POVERTY FOR THE PUBLIC BENEFIT BY THE PROVISION OF HOUSING ACCOMMODATION TO PERSONS WHO: (A) ARE IN NEED, HARDSHIP OR DISTRESS; AND (B) ARE RESIDENT IN THE AREA OF BENEFIT. (2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE. (3) THE RELIEF, FOR THE BENEFIT OF THE PUBLIC, OF THOSE PEOPLE WHO ARE: (A) IN NEED BY REASON OF YOUTH, AGE, ILL HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE AND (B) RESIDENT IN THE AREA OF BENEFIT. (¶PEOPLE IN NEED÷) (4) THE TRUSTEES MAY RELIEVE PEOPLE IN NEED BY: (A) MAKING GRANTS OF MONEY TO THEM; OR (B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR (C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO PEOPLE IN NEED. (5) IN EXCEPTIONAL CASES THE TRUSTEES MAY DECIDE TO ASSIST PEOPLE IN NEED WHO ARE: (A) RESIDENT OUTSIDE THE AREA OF BENEFIT; OR (B) ONLY TEMPORARILY RESIDENT IN THE AREA OF BENEFIT. (6) TO PROMOTE, FOR THE BENEFIT OF THE PUBLIC, THE EDUCATION OF PERSONS WHO: (A) ARE UNDER THE AGE OF 25; AND (B) ARE IN NEED OF FINANCIAL ASSISTANCE; AND (C) ARE RESIDENT IN THE AREA OF BENEFIT. BY THE PROVISION OF ITEMS, SERVICES AND FACILITIES FOR INDIVIDUALS, SCHOOLS AND OTHER EDUCATIONAL, TRAINING, SOCIAL AND CIVIC DEVELOPMENTS ORGANISATIONS WITHIN THE AREA OF BENEFIT.
Area of benefit
CITY OF CHESTER AND ITS SURROUNDING AREA
Registration history
  • 15 October 1999 : Standard registration

Contact information

Address:
The Bluecoat
Upper Northgate Street
Chester
CH1 4EE
Phone:
01244345787
Email:
office@thechesterbluecoatcharity.co.uk
Website:

https://thechesterbluecoatcharity.co.uk/ Open in new window